Oli

AI infrastructure investor. Power, cooling, memory, networking: the bottlenecks. MA Economics | UK senior treasury analyst | Public track record since 2025

[Oli @OInvests]

🚨 This is where we are at in the AI Cycle.

$IREN $NBIS

[Oli @OInvests]

Hey Gaetano, I like others have noticed a decline in the content being pushed on here.

Reactive commentary and engagement bait slop seem to be at the forefront.

My thesis is clear and built around the bottlenecks severely constrained in the AI buildout; memory, cooling, power and connectivity.

I do not spam multiple tickers daily but instead deepen the thesis on those I am heavily invested in.

[Oli @OInvests]

@LiamMAHarvey Exactly what we needed

[Oli @OInvests]

CAPEX HIGHER.

$META FY26 capex guide: $135–145B (low end raised from $130B)

The AI build-out isn't slowing.

[Oli @OInvests]

Can't wait for $META to smash earnings out of the park tonight…

Forget EPS. The capex guide is what matters.

Go on Zuck, give the AI trade the confidence booster it needs.

CAPEX HIGHER

[Oli @OInvests]

@EndicottInvests Fair. The ambition of a startup but not by definition.

[Oli @OInvests]

Jensen refers to $NBIS as a "startup company."

$NBIS has a $40B+ market cap.

Would you consider Nebius a startup?

[Nebius @nebiusai]

“Startup companies like Nebius are doing incredibly well.” - @JensenHuang, @nvidia CEO at #NVIDIAGTC Berlin keynote

[Oli @OInvests]

@LiamMAHarvey

[Oli @OInvests]

Can't wait for $META to smash earnings out of the park tonight…

Forget EPS. The capex guide is what matters.

Go on Zuck, give the AI trade the confidence booster it needs.

CAPEX HIGHER

[Oli @OInvests]

$NBIS announces a Saudi AI campus deal: +0.8%

$IREN launches IREN Europe: +5.4%

Both companies making great progress.

[Oli @OInvests]

@HKIStrategies Yep it can. Me too

[Oli @OInvests]

$NBIS announces a Saudi AI campus deal: +0.8%

$IREN launches IREN Europe: +5.4%

Both companies making great progress.

[Oli @OInvests]

@StankyStonkz What about them

[Oli @OInvests]

@Impervious38 Yes holding well

[Oli @OInvests]

@hdpsdlp Yeah consolidating

[Oli @OInvests]

@logeonli16 Of course it’s coming…

[Oli @OInvests]

@LiamMAHarvey Yep great news

[Oli @OInvests]

@Mapago9 Congrats brother

[Oli @OInvests]

@ZeekTyt @Brownmoose Idk man maybe when we Elon takes us on a rocket ride to Mars

[Oli @OInvests]

@lane_d12 Damn lots happening in the coming weeks

[Oli @OInvests]

Dates to note down for the next 5 weeks:

Week 1

Oct 21 | $TSLA, $META (after close)

Week 2

Oct 28 | $MSFT, $GOOGL

Oct 29 | $AMZN, $NBIS (est.)

Week 3

Nov 2 | $AAPL

Nov 3 | US midterm elections

Nov 6 | $IREN (est.)

Week 4

Quiet week

Week 5

Nov 18 | $NVDA

Save this for later.

[Oli @OInvests]

@AISavvyCapital Exactly. Very early stage utilisation.

[Oli @OInvests]

Agents used 34x more tokens than in February. (OpenRouter)

More tokens = more compute.

> Compute needs memory: $MU

> Agents need CPUs to orchestrate: $AMD / $INTC

> All of it needs power: $IREN

Useful AI creates demand for more intelligence. Every bottleneck tightens.

[NVIDIA AI @NVIDIAAI]

📈📈📈

[Oli @OInvests]

@Bare_Birk Glad to see it’s just us up there

[Oli @OInvests]

@_veyh Ohhh boy…. Busy couple weeks